Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
320
shares
|
$20,563
0.01% of portfolio
|
Q3 2024
Added 527.45%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
312
shares
|
$20,049
0.01% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
311
shares
|
$19,984
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
299
shares
|
$19,213
0.0% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
299
shares
|
$19,213
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
299
shares
|
$19,213
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
296
shares
|
$19,020
0.01% of portfolio
|
Q3 2024
Added 179.25%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
273
shares
|
$17,542
0.0% of portfolio
|
Q1 2024
Added 273.97%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
270
shares
|
$17,350
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
269
shares
|
$17,285
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
269
shares
|
$17,285
0.0% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
265
shares
|
$17,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
260
shares
|
$16,707
0.0% of portfolio
|
Q2 2024
Reduced 97.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
260
shares
|
$16,707
0.01% of portfolio
|
Q2 2024
Added 118.49%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
237
shares
|
$15,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
226
shares
|
$14,522
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
220
shares
|
$14,137
0.0% of portfolio
|
Q2 2023
Reduced 4.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
209
shares
|
$13,430
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
203
shares
|
$13,044
0.01% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$12,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$12,852
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$12,852
0.0% of portfolio
|
Q1 2022
Reduced 9.5%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
197
shares
|
$12,659
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
196
shares
|
$12,594
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
190
shares
|
$12,209
0.0% of portfolio
|
Q3 2024
Added 46.15%
|